iShares U.S. Real Estate ETF (IYR)
IYR is a passive ETF by iShares tracking the investment results of the Dow Jones U.S. Real Estate Index. IYR launched on Jun 12, 2000 and has a 0.42% expense ratio.
ETF Info
US4642877397
464287739
Jun 12, 2000
North America (U.S.)
1x
Dow Jones U.S. Real Estate Index
Multi-Cap
Blend
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in iShares U.S. Real Estate ETF, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
iShares U.S. Real Estate ETF had a return of 10.07% year-to-date (YTD) and 23.82% in the last 12 months. Over the past 10 years, iShares U.S. Real Estate ETF had an annualized return of 6.07%, while the S&P 500 had an annualized return of 11.13%, indicating that iShares U.S. Real Estate ETF did not perform as well as the benchmark.
IYR
10.07%
-0.99%
15.29%
23.82%
4.35%
6.07%
^GSPC (Benchmark)
24.05%
1.08%
11.50%
30.38%
13.77%
11.13%
Monthly Returns
The table below presents the monthly returns of IYR, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -5.10% | 2.13% | 1.85% | -8.12% | 4.93% | 1.88% | 7.62% | 5.40% | 3.06% | -3.49% | 10.07% | ||
| 2023 | 9.98% | -5.96% | -1.94% | 0.92% | -4.03% | 5.74% | 1.74% | -3.08% | -7.40% | -3.60% | 12.29% | 8.97% | 11.89% |
| 2022 | -8.23% | -4.59% | 6.86% | -4.13% | -4.44% | -6.89% | 8.86% | -5.86% | -12.71% | 3.16% | 6.17% | -4.73% | -25.51% |
| 2021 | -0.43% | 2.43% | 5.77% | 7.89% | 1.01% | 2.26% | 4.69% | 1.94% | -5.63% | 7.28% | -2.41% | 9.47% | 38.74% |
| 2020 | 1.60% | -7.58% | -19.63% | 9.31% | 1.80% | 2.47% | 4.12% | 0.23% | -2.34% | -2.92% | 8.58% | 2.50% | -5.23% |
| 2019 | 11.48% | 0.73% | 4.17% | -0.05% | -0.15% | 1.28% | 2.38% | 3.43% | 1.89% | 0.77% | -1.12% | 0.86% | 28.21% |
| 2018 | -3.02% | -6.66% | 3.77% | 0.23% | 3.37% | 4.06% | 0.83% | 2.38% | -2.85% | -2.39% | 4.70% | -7.82% | -4.33% |
| 2017 | 0.13% | 4.37% | -1.45% | 0.56% | -0.11% | 2.08% | 1.12% | 0.67% | -0.78% | 0.05% | 2.57% | -0.12% | 9.31% |
| 2016 | -4.10% | -0.75% | 10.26% | -1.67% | 2.21% | 6.24% | 3.65% | -3.35% | -1.47% | -4.96% | -2.34% | 4.23% | 7.01% |
| 2015 | 5.71% | -2.60% | 1.07% | -4.82% | -0.33% | -4.40% | 4.95% | -5.81% | 1.62% | 6.22% | -0.20% | 1.11% | 1.62% |
| 2014 | 3.44% | 4.75% | 0.15% | 3.03% | 2.80% | 1.01% | -0.11% | 3.47% | -5.89% | 8.35% | 2.72% | 0.81% | 26.69% |
| 2013 | 4.02% | 1.26% | 2.87% | 5.73% | -6.49% | -2.38% | 0.24% | -6.53% | 3.45% | 3.73% | -4.64% | 0.90% | 1.16% |
Expense Ratio
IYR features an expense ratio of 0.42%, falling within the medium range.
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of IYR is 45, suggesting that the investment has average results relative to other ETFs in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for iShares U.S. Real Estate ETF (IYR) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
iShares U.S. Real Estate ETF provided a 2.39% dividend yield over the last twelve months, with an annual payout of $2.36 per share. The fund has been increasing its distributions for 3 consecutive years.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $2.36 | $2.51 | $2.46 | $2.40 | $2.21 | $2.84 | $2.65 | $3.02 | $3.39 | $2.94 | $2.81 | $2.38 |
Dividend yield | 2.39% | 2.75% | 2.92% | 2.06% | 2.58% | 3.05% | 3.53% | 3.73% | 4.41% | 3.92% | 3.66% | 3.78% |
Monthly Dividends
The table displays the monthly dividend distributions for iShares U.S. Real Estate ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.00 | $0.00 | $0.34 | $0.00 | $0.00 | $0.55 | $0.00 | $0.00 | $0.71 | $0.00 | $0.00 | $1.60 | |
| 2023 | $0.00 | $0.00 | $0.45 | $0.00 | $0.00 | $0.40 | $0.00 | $0.00 | $0.90 | $0.00 | $0.00 | $0.77 | $2.51 |
| 2022 | $0.00 | $0.00 | $0.43 | $0.00 | $0.00 | $0.35 | $0.00 | $0.00 | $0.89 | $0.00 | $0.00 | $0.78 | $2.46 |
| 2021 | $0.00 | $0.00 | $0.44 | $0.00 | $0.00 | $0.52 | $0.00 | $0.00 | $0.29 | $0.00 | $0.00 | $1.14 | $2.40 |
| 2020 | $0.00 | $0.00 | $0.60 | $0.00 | $0.00 | $0.53 | $0.00 | $0.00 | $0.48 | $0.00 | $0.00 | $0.60 | $2.21 |
| 2019 | $0.00 | $0.00 | $0.60 | $0.00 | $0.00 | $0.69 | $0.00 | $0.00 | $0.66 | $0.00 | $0.00 | $0.89 | $2.84 |
| 2018 | $0.00 | $0.00 | $0.62 | $0.00 | $0.00 | $0.78 | $0.00 | $0.00 | $0.78 | $0.00 | $0.00 | $0.47 | $2.65 |
| 2017 | $0.00 | $0.00 | $0.75 | $0.00 | $0.00 | $0.72 | $0.00 | $0.00 | $0.68 | $0.00 | $0.00 | $0.87 | $3.02 |
| 2016 | $0.00 | $0.00 | $0.91 | $0.00 | $0.00 | $0.72 | $0.00 | $0.00 | $0.70 | $0.00 | $0.00 | $1.08 | $3.39 |
| 2015 | $0.00 | $0.00 | $0.66 | $0.00 | $0.00 | $0.66 | $0.00 | $0.00 | $0.67 | $0.00 | $0.00 | $0.96 | $2.94 |
| 2014 | $0.00 | $0.00 | $0.77 | $0.00 | $0.00 | $0.60 | $0.00 | $0.00 | $0.63 | $0.00 | $0.00 | $0.81 | $2.81 |
| 2013 | $0.58 | $0.00 | $0.00 | $0.61 | $0.00 | $0.00 | $0.60 | $0.00 | $0.00 | $0.59 | $2.38 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
Worst Drawdowns
The table below displays the maximum drawdowns of the iShares U.S. Real Estate ETF. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the iShares U.S. Real Estate ETF was 74.13%, occurring on Mar 6, 2009. Recovery took 1030 trading sessions.
The current iShares U.S. Real Estate ETF drawdown is 8.27%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -74.13% | Feb 8, 2007 | 523 | Mar 6, 2009 | 1030 | Apr 10, 2013 | 1553 |
| -42.32% | Feb 18, 2020 | 25 | Mar 23, 2020 | 271 | Apr 20, 2021 | 296 |
| -33.75% | Jan 3, 2022 | 456 | Oct 25, 2023 | — | — | — |
| -18.84% | Apr 2, 2004 | 26 | May 10, 2004 | 78 | Aug 31, 2004 | 104 |
| -18.53% | May 22, 2013 | 62 | Aug 19, 2013 | 200 | Jun 5, 2014 | 262 |
Volatility
Volatility Chart
The current iShares U.S. Real Estate ETF volatility is 5.15%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.